Cyndeo Wealth Partners LLC Sells 3,216 Shares of Morgan Stanley $MS

Cyndeo Wealth Partners LLC cut its holdings in shares of Morgan Stanley (NYSE:MS) by 3.3% during the third quarter, Holdings Channel reports. The fund owned 92,833 shares of the financial services provider’s stock after selling 3,216 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Morgan Stanley were worth $14,757,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Bahl & Gaynor Inc. lifted its position in shares of Morgan Stanley by 8.2% during the second quarter. Bahl & Gaynor Inc. now owns 6,252 shares of the financial services provider’s stock worth $881,000 after purchasing an additional 473 shares in the last quarter. Advisors Capital Management LLC lifted its holdings in Morgan Stanley by 25.9% during the 2nd quarter. Advisors Capital Management LLC now owns 9,996 shares of the financial services provider’s stock worth $1,408,000 after buying an additional 2,058 shares in the last quarter. Amundi boosted its position in Morgan Stanley by 12.4% in the 2nd quarter. Amundi now owns 5,843,655 shares of the financial services provider’s stock valued at $815,177,000 after buying an additional 643,591 shares during the last quarter. FORA Capital LLC bought a new position in Morgan Stanley in the 1st quarter valued at $5,629,000. Finally, Three Bridge Wealth Advisors LLC acquired a new stake in shares of Morgan Stanley in the 2nd quarter valued at $257,000. Institutional investors own 84.19% of the company’s stock.

Insiders Place Their Bets

In other Morgan Stanley news, CEO Edward Pick sold 100,000 shares of Morgan Stanley stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $164.34, for a total transaction of $16,434,000.00. Following the transaction, the chief executive officer directly owned 574,986 shares in the company, valued at approximately $94,493,199.24. The trade was a 14.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.19% of the company’s stock.

Morgan Stanley Stock Up 2.3%

Morgan Stanley stock opened at $176.99 on Friday. The company’s 50 day simple moving average is $166.72 and its 200 day simple moving average is $152.73. Morgan Stanley has a fifty-two week low of $94.33 and a fifty-two week high of $181.98. The firm has a market capitalization of $281.29 billion, a price-to-earnings ratio of 18.15, a PEG ratio of 1.42 and a beta of 1.22. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.79 and a quick ratio of 0.79.

Morgan Stanley (NYSE:MS) last issued its earnings results on Wednesday, October 15th. The financial services provider reported $2.80 EPS for the quarter, beating the consensus estimate of $2.07 by $0.73. The firm had revenue of $17.98 billion during the quarter, compared to the consensus estimate of $16.42 billion. Morgan Stanley had a net margin of 13.85% and a return on equity of 16.40%. The business’s quarterly revenue was up 18.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.88 earnings per share. As a group, sell-side analysts anticipate that Morgan Stanley will post 8.56 EPS for the current year.

Morgan Stanley Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were paid a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Friday, October 31st. Morgan Stanley’s dividend payout ratio (DPR) is presently 41.03%.

Analysts Set New Price Targets

MS has been the topic of several recent research reports. Keefe, Bruyette & Woods raised their price target on Morgan Stanley from $184.00 to $202.00 and gave the company an “outperform” rating in a report on Wednesday. Jefferies Financial Group raised their target price on shares of Morgan Stanley from $175.00 to $186.00 and gave the company a “buy” rating in a research note on Thursday, October 16th. Citigroup boosted their price target on shares of Morgan Stanley from $155.00 to $170.00 and gave the stock a “neutral” rating in a research note on Thursday, October 16th. BMO Capital Markets started coverage on shares of Morgan Stanley in a research note on Friday, October 3rd. They issued an “outperform” rating and a $180.00 price objective on the stock. Finally, Wolfe Research upgraded shares of Morgan Stanley from a “peer perform” rating to an “outperform” rating and set a $198.00 target price for the company in a research report on Monday, November 24th. Three investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $174.77.

More Morgan Stanley News

Here are the key news stories impacting Morgan Stanley this week:

• Positive Sentiment: MS is widely reported as a front‑runner to lead the SpaceX IPO — a lead role would bring large underwriting fees and prestige that typically lift investment‑banking revenue expectations. Morgan Stanley seen as front-runner for SpaceX IPO, sources say
• Positive Sentiment: Analyst support has picked up: Keefe, Bruyette & Woods and others keep favorable ratings and recent coverage includes a higher price target, reinforcing buyside momentum. Keefe, Bruyette & Woods Raises Morgan Stanley Price Target to $202.00
• Positive Sentiment: Ongoing analyst activity from large brokerages (including Morgan Stanley’s own research upgrades on major tech names) highlights the firm’s influential research footprint — a plus for institutional distribution and trading flows. Morgan Stanley Upgrades Accenture (ACN) to Overweight, Raises Target to $320
• Neutral Sentiment: MS is approaching its Q4 reporting window; previews expect single‑digit EPS growth — that lowers the bar but keeps upside tied to trading and underwriting beats. Morgan Stanley Earnings Preview: What to Expect
• Neutral Sentiment: Broader industry commentary (Zacks / sector pieces) flags investment banks as beneficiaries of better trading and underwriting markets — supportive context but not unique to MS. 3 Stocks to Buy From the Prospering Investment Banking Industry
• Negative Sentiment: Not all signals are uniformly bullish — there was a near‑term pullback/weakness noted in commentary yesterday, underscoring that momentum could reverse if trading revenue or deal news disappoints. Morgan Stanley (MS) Stock Slides as Market Rises: Facts to Know Before You Trade

Morgan Stanley Profile

Morgan Stanley (NYSE: MS) is a global financial services firm headquartered in New York City. Founded in 1935 by Henry S. Morgan and Harold Stanley, the company provides a broad range of investment banking, securities, wealth management and investment management services to corporations, governments, institutions and individual investors. Leadership has been guided by a senior executive team and board of directors; James P. Gorman has served as the company’s chief executive and chairman in recent years.

The firm’s primary business activities are organized around three principal businesses: Institutional Securities, Wealth Management and Investment Management.